San Luis Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
San Luis Wealth Advisors LLC
- $387 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 10,878 shares of FBCG stock, worth $578,492. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,878
Previous 10,878
-0.0%
Holding current value
$578,492
Previous $525,000
11.05%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
214Shares Held
50.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$151 Million0.2% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio